Virtual Data Rooms for Private Equity Firms

100% of the Top 10 Private Equity firms have used Firmex

Use your data room across the fund

Organizing and sharing large volumes of confidential documents for acquisitions, divestments, fundraising, fund audits and investor reporting is time consuming. Whether you have millions or billions under management, Firmex is a practical, private-label virtual data room solution that creates better organization and efficiency.

Strong partnerships start with transparency

Communicate more effectively with your investors, lenders and portfolio companies. Our virtual data room makes documents instantly accessible and easy to review, so your partners never feel left in the dark. Firmex is a turn-key solution that removes all the headaches. With no file size limits, it’s easy to upload information into the data room, and our bulk download tool makes it easy to review.

More speed, less confusion

With so many portfolios, documents and users to keep track of, it’s easy to lose momentum. You need to share critical information with different users fast. User permissions and folder level security helps control who sees what in the data room, so you can run your fundraising, capital calls, M&A deals, and reporting more efficiently.

Reporting just got easier

Gathering all the information required for reporting can be frustrating. Hundreds of emails are exchanged, the wrong attachments get sent, and you’re left chasing down documents. Firmex provides a collaborative space to manage your portfolio company reporting, LP reporting and reporting to co-investors.

“We turned to Firmex and the online data room to streamline the process of managing a large portfolio”

– Matt Schumacher, Vice President at Boxwood Partners LLC

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Solutions for Private Equity

icon-uc-mandaMergers & Acquisitions

Share critical due diligence documents securely with your M&A team and potential buyers.


Share critical documents with investors, lenders, auditors, and legal counsel from one secure online location.

Document Repository

Store investor reports, financial statements, and corporate documents in one secure, accessible location.

icon-uc-lp-reportingLP Reporting

Be transparent and timely in your communication with limited partners. Share confidential documents instantly and securely.

Uncompromising security

Firmex has been designed with private equity firms in mind. Your data is secured in a SSAE 16 Type II compliant data center, hosted by SunGard, the same company that serves the world’s 25 largest financial services firms. Learn More

Unlimited support for all users

Our in-house support team are document sharing experts. We’re available 24/7/365 to answer all your questions. We provide immediate support 95% of the time, and you’ll never wait longer than 15 minutes. Learn More

100% of the Top 10 Investment Banks have used Firmex

We've helped take thousands of deals to close

"Our initial interest in using Firmex was their pricing model which includes unlimited deal rooms. However, pricing soon became a secondary consideration after we started enjoying their more than first class customer service...Firmex is a winner.”

Michael Burt
Forbes Mergers & Acquisitions

"My experience with the Firmex deal room product has been fantastic. The interface is user friendly and reliable and the support staff are helpful and resourceful. The Firmex model is superior in that with the subscription comes unlimited deal rooms and participants, as opposed to other providers who charge by the page or otherwise."

William Stewart
PCE Investment Banking

“Over the years I have used numerous virtual data rooms, but Firmex by far has been the easiest and most functional product...I would certainly not hesitate to use Firmex again on future deals or recommend this excellent product."

Dan Dixon
CRG Partners

March 2014

Private equity firm Sun Capital Partners acquired utilities company Aclara, a subsidiary of ESCO Technologies (NYSE:ESE), for $150 million.

May 2013

Loblaw Cos. Ltd (TSE:L) filed a preliminary prospectus for a $7 billion dollar REIT offering for its sizeable land portfolio. In July it announced it had raised C$400 million in an initial public offering.

December 2012

Berkshire Partners LLC acquired Lightower Fiber Networks & Sidera Networks in a $2 billion deal.

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10,000+ new data rooms a year for over 75,000 dealmakers.

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